See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,264 | $181,894-91.6% | $156,549-90.2% | $273,961-94.4% |
| Participation rate | 23.8% | 88.4%-64.6pp | 84.0%-60.2pp | 83.0%-59.2pp |
| Annual return | 10.50% | 30.74%-20.2pp | 32.23%-21.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $908 | $6,248-85.5% | $5,501-83.5% | $4,869-81.4% |
| Participant deferral / active EE | $2,240 | $5,550-59.6% | $4,871-54.0% | $5,287-57.6% |
| Admin fee / account holder | $2,087 | $15,559-86.6% | $13,027-84.0% | $10,132-79.4% |